There are several reasons why QuickBooks (QB) won't automatically match your transactions, steve. I'm here to provide further insights.
First, I recommend reviewing your bank rules. Check to see if any rules you had set up have been accidentally deleted.
Next, ensure that the suggested categorization feature is enabled. This will allow QB to automatically detect potential matches.
If your bank rules are still in place and auto-categorization is enabled, try creating a new rule to see if that resolves the issue.
If the problem persists, let’s troubleshoot your browser by accessing your account in a private or incognito window. Errors like these can occur due to accumulated cache, which can cause the system to lag.
To save you time, you can use the following keyboard shortcuts to open a private/incognito window in various browsers:
- Mozilla Firefox: CTRL + Shift + P
- Microsoft Edge: CTRL + Shift + N
- Google Chrome: CTRL + Shift + N
- Safari: Command + Shift + N
After completing the steps, review the transactions to see if it is categorized automatically. If everything works fine, clear your cache so the system can start fresh. If the problem remains, please use another supported browser .
For your guidance in setting up bank rules in QuickBooks: Set up bank rules to categorize online banking transactions in QuickBooks Online.
Moreover, I will provide these guidelines for your reference to assist with your future tasks:
As always, our Community Forum is available if you have more questions or concerns about managing your bank rules in QuickBooks. You can leave a new post or response to this post by clicking the Reply button below, and we'll get back to you as soon as notice.
